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Arrowroot Family Office’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

Arrowroot Family Office’s Portfolio USIG Stock Details USIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,630
Closed -$285K – 133
2023
Q1 		$285K Buy
+5,630
New +$283K 0.24% 95

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JSTA
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UBS Group
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AssetMark Inc
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Morgan Stanley
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Arrowroot Family Office's USIG Position: Q2 2023 in Review

Arrowroot Family Office sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q2 2023, closing a stake of 5,630 shares — an estimated $285K sold.

Arrowroot Family Office first reported a position in USIG in Q1 2023 and held it in 1 quarter. The position peaked at $285K in Q1 2023. 329 funds tracked by Wall St. Rank hold USIG as of Q2 2023.

  • Arrowroot Family Office reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Arrowroot Family Office sold 5,630 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $285K.
  • Arrowroot Family Office first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Arrowroot Family Office's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $285K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Arrowroot Family Office's 13F filing for Q2 2023, filed 17 Apr 2024.